See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,641 | $159,602-86.4% | $150,045-85.6% | $142,382-84.8% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.3%+13.3pp | 80.1%+15.5pp |
| Annual return | 20.71% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,143 | $4,961-56.8% | $4,693-54.3% | $4,299-50.2% |
| Participant deferral / active EE | $3,537 | $8,310-57.4% | $7,997-55.8% | $6,507-45.6% |
| Admin fee / account holder | $11 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |